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AJUL

Innovator Equity Defined Protection ETF - 2 Yr to July 2028

44 hedge funds and large institutions have $26.4M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 4244 (+2)

4.24% less ownership

Funds ownership: 45.34%41.1% (-4.2%)

15% less capital invested

Capital invested by funds: $31M → $26.4M (-$4.53M)

88% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 17

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
2
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Applied Capital
Arkansas
$249K -$21.8K -771 -8%
AWM
27
Able Wealth Management
New Jersey
$223K
CFCI
28
Comprehensive Financial Consultants Institutional
Indiana
$211K
Barclays
29
Barclays
United Kingdom
$148K -$3.42K -121 -2%
CA
30
CoreCap Advisors
Michigan
$141K
CF
31
Centaurus Financial
California
$119K +$117K +4,150 New
Osaic Holdings
32
Osaic Holdings
Arizona
$97K -$74.9K -2,650 -44%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$90K -$33.4K -1,182 -27%
HIA
34
Harbor Investment Advisory
Maryland
$60.9K
PS
35
Principal Securities
Iowa
$50.1K
HI
36
Harbour Investments
Wisconsin
$35.4K
JP Morgan Chase
37
JP Morgan Chase
New York
$30.9K +$30.5K +1,079 New
Bank of America
38
Bank of America
North Carolina
$28.6K +$28.3K +1,000 New
SWM
39
Spire Wealth Management
Virginia
$27.5K
SPIA
40
Steward Partners Investment Advisory
New York
$22K
IA
41
IFP Advisors
Florida
$19.9K +$3.67K +130 +23%
NWMP
42
Noble Wealth Management PBC
Colorado
$13.7K +$13.6K +480 New
SS
43
Sunbelt Securities
Texas
$5.15K +$5.09K +180 New
Morgan Stanley
44
Morgan Stanley
New York
$4.67K +$4.61K +163 New
HBS
45
Howard Bailey Securities
Indiana
-$1.09M -39,059 Closed
CAG
46
Csenge Advisory Group
Florida
-$870K -31,747 Closed
GM
47
GeoWealth Management
Illinois
-$270K -9,683 Closed
FA
48
FSA Advisors
Michigan
-$216K -7,726 Closed
UBS Group
49
UBS Group
Switzerland
-$63.4K -2,270 Closed
PSFG
50
Park Square Financial Group
Georgia
-$3.6K -129 Closed

AJUL Hedge Fund Activity: Q3 2025 in Review

44 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) for Q3 2025, worth a combined $26.4M — down 15% from $31M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AJUL positions and 6 closed out — a net gain of 2 holders — while 2 added to existing stakes and 17 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $329K. The largest seller was AE Wealth Management, cutting an estimated $2.52M.

  • 44 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) as of Q3 2025, up from 42 in Q2 2025.
  • Funds reported $26.4M of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 stock for Q3 2025, down 15% quarter-over-quarter.
  • 8 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2028 positions in Q3 2025 and 6 closed out, a net change of +2 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2028 buyer in Q3 2025 was Old Mission Capital, an estimated $329K added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2028 seller in Q3 2025 was AE Wealth Management, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2025.